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Monthly Update: December 2018

12 January 2019
DECEMBER HIGHLIGHTS   2018 ended on a low, with the MSCI World booking its worst monthly loss in almost 10 years: -8.9%. All regions suffered badly. A growing fear of a severe global economic slowdown in '19 didn't stop the Fed from continuing its series of interest rate rises, much to the chagrin of President Trump. But his irritation only added to the sense of worry... Our long-only equity fund shared in the pain, losing 8.6%: a small outperformance vs. the MSCI Wo...

Monthly Update: December 2017

12 January 2018
First and foremost our best wishes for the new year. In financial terms it has already started on a very strong footing, with the economy and equity markets continuing the trend from 2017. The same goes for all our funds ... may it continue. December itself was a rather uneventful month so let's recap 2017 as a whole. Our long-only global equity fund Aphilion Q² - Equities ended the year up 7.1% vs. 5.2% for the MSCI World Index, the 12th year out of 16 that the general market ind...

Monthly Update: December 2016

17 January 2017
Dear Investors, Our global equity fund Aphilion Q² - Equities recently marked its 15th anniversary. It was an interesting era to start: the fund was launched in the period after the dot-com bubble burst, and also just a few months after the 9/11 attacks. In those first years, the world economy was stimulated by solid growth in the emerging markets, until markets peaked in 2007 after the first signs of troubles in the US real estate market. It resulted in a heavy financial crisis, and only ...